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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,866 | $156,398-1.6% | $147,318+4.4% | $138,895+10.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.32% | 78.75%-61.4pp | 70.43%-53.1pp | 145.39%-128.1pp |
| Employer contribution / active EE | $7,813 | $4,853+61.0% | $4,593+70.1% | $4,194+86.3% |
| Participant deferral / active EE | $10,422 | $8,237+26.5% | $7,906+31.8% | $6,396+62.9% |
| Admin fee / account holder | $123 | $14,976-99.2% | $13,708-99.1% | $12,562-99.0% |